Owner | Consultant | Designer Shaffer Creative, LLC Fort Worth, Texas, United States
Julie Shaffer, CPSM, will break down the proposal workflow and examine two key areas where inefficiency tends to creep—data management and proposals reviews. We'll look at ways to expedite proposal layout based on how you store your data, and we will review the new Share for Review feature to discover how it can help team members from all fields (and firms!) collaborate during proposal reviews.
PLEASE NOTE THERE ARE NO HANDOUTS WITH THIS SESSION
This program is copyright 2020 by the Society for Marketing Professional Services Build Business Conference with all rights reserved.
Discover how to use Data Merge to bring in data from spreadsheet files
Learn how to map styles from Word into InDesign
Gain a broader understanding of managing content in InDesign through Conditional Text
Learn how to use InDesign’s Share for Review option to collaborate with any user through a web browser